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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-11 |
Branch Locations
2441 Warrenville Rd Suite 320, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pork Lane Partnership | Oneida | IL | 09/2016 | 05/2017 |
| Americana Financial Planning Llc | Chicago | IL | 04/2017 | 10/2017 |
| Tc Wealth Partners, Llc | Downers Grove | IL | 11/2017 | 10/2018 |
| Tc Wealth Partners, Llc | Downers Grove | IL | 01/2018 | 10/2018 |
| Self Employed | Oneida | IL | 01/2019 | 06/2020 |
| Assetmark Financial, Inc | Peru | IL | 06/2020 | 10/2021 |
| Assetmark Brokerage, Llc | Peru | IL | 06/2020 | 10/2021 |
| Q3 Advisors Llc | Peru | IL | 10/2021 | 04/2023 |
| Cadaret Grant & Co., Inc. | Syracuse | NY | 05/2023 | 01/2025 |
| Lpl Financial Llc | Fort Mill | SC | 01/2025 | 02/2026 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 02/2026 | Present |
1) 1/21/25 - Musician, self-employed - Non Inv. Related- Oglesby, IL- start date 8/6/2024- 12hrs per mth/ 0 during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2012-02-27 |
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